Downshift Financial’s Novartis NVS Stock Holding History

Downshift Financial’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.88K	Buy	+12	New	+$1.8K	﹤0.01%	443

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Downshift Financial's NVS Position: Q2 2026 in Review

Downshift Financial opened a new position in Novartis (NVS) in Q2 2026: 12 shares worth $1.88K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings.

1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Downshift Financial held 12 shares of Novartis worth $1.88K as of Q2 2026.
Novartis was a new Downshift Financial position in Q2 2026.
Novartis made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #443 holding.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.